StockDriftsStockDriftsTop 50 Bluespring Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.65% | 836.2K | $242.0M | +504.67%(+697.92K) | $230.84(+32.29%) | 2026-06-30 | |
| QUAL | ISHARES TR | 4.42% | 1.05M | $229.7M | +34.15%(+266.53K) | $137.46(+63.71%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.19% | 291.2K | $218.1M | +3544.24%(+283.19K) | $677.86(+14.91%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.52% | 4.73M | $130.9M | +30.81%(+1.11M) | $18.64(+53.74%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.49% | 362.7K | $129.6M | +2998.28%(+350.98K) | $301.43(+14.36%) | 2026-06-30 | |
| OEF | ISHARES TR | 2.12% | 301.5K | $110.3M | +36.00%(+79.81K) | $261.15(+46.48%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 2% | 1.09M | $104.1M | +51.85%(+371.77K) | $74.62(+33.49%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.98% | 432.7K | $103.1M | +2649.43%(+416.94K) | $215.37(+21.90%) | 2026-06-30 | |
| DGRO | ISHARES TR | 1.93% | 1.33M | $100.6M | new | $72.39(+9.95%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 1.86% | 3.64M | $96.5M | new | $26.30(-0.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.98% | +44.20% | +6.54% | +37.25% |
| Top 20 Holdings Unweighted | +12.09% | +40.84% | +6.00% | +33.84% |
Bluespring Wealth Management LLC reports $5.20B in US-listed equity holdings across 549 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.7%), QUAL (4.4%) and IVV (4.2%). The top 20 holdings account for 41.33% of reported assets. Its disclosed equity book has returned +44.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bluespring Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1557485). View Bluespring Wealth Management LLC’s 13F filings on SEC